Create an Email Template

Create reusable email templates for estimates, invoices, and work orders with personalization tags that auto-populate customer information.

Email templates in PaintScout are reusable messages for sending estimates, invoices, and work orders. They support personalization tags that auto-populate customer and company information.

➡️ Skip to the 0:16 timestamp in the video below.

1. Click the person icon in the top right of your page and go to your Account Settings > Communications > Email Templates section.

2. Click on the Estimate, Invoice, or Work Order tiles to create your default email template. You can also create more email templates by clicking the +New Template button.

3. Create your subject line. Click the Tag icon to add a personalization!

• Tags are dynamic placeholders that auto-populate information from the estimate, such as the customer's first name or your company name. When you send the estimate, PaintScout fills in the correct values automatically.

4. Create the body of your email. A link to the estimate will automatically be included in the email when you go to send off the estimate.

5. To use your created template select your template from the Template drop-down when sending an estimate!

When complete, ensure the Enabled checkbox is selected, and don't forget to save your changes!

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